Collateral Damage
"Whoever cannot seek the unforeseen sees nothing for the known way is an impasse." ― Heraclitus, Fragments Which path will…
Read ArticleYour Three Investing Opponents
It’s Christmas Eve and that time of year when we start thinking about what we did in the past year…
Read ArticleThe Center Cannot Hold
Turning and turning in the widening gyre The falcon cannot hear the falconer; Things fall apart; the centre cannot hold;…
Read ArticleA Player to Be Named Later
We have come to the end of yet another European Summit that was supposed to be the one to fix…
Read ArticleTime to Bring Out the Howitzers
It is now common to use the term bazooka when referring the actions of governments and central banks as they…
Read ArticleChanging the Rules in the Middle of the
Angela Merkel is leading the call for a rule change, a rewiring of the basic treaty that binds the EU.…
Read ArticlePrint or Perish
Europe is again at center stage. At conferences and meetings and in private conversations, it is the topic of the…
Read ArticleWhere is the ECB Printing Press?
Europe remains the focus of markets, and rightly so. But the picture is not as clear as one would like.…
Read ArticleWhere Will the Jobs Come From?
I find myself in Liam's taxi on the beautiful drive to Kilkenny through the Irish countryside for a few hours…
Read ArticleEuropean Summit: A Plan with No Details
Where is the peace dividend that was supposed to come after the end of the Cold War? Where are the…
Read ArticleCan “It” Happen Here?
"Bankruptcies of governments have, on the whole, done less harm to mankind than their ability to raise loans." - R.H.…
Read ArticleAn Irish Haircut
Just as only four short years ago it was All Subprime, All the Time, and then it was the Credit…
Read ArticleTough Choices, Big Opportunities
(Sorry for the letter being late. There was a major technical difficulty. – The Editing Team) This week I am…
Read ArticleCatastrophic Success
Breathes there a man with brain so dead Who never to himself hath said, "Social Security looks like a Ponzi…
Read ArticleTwist and Shout?
What in the wide, wild world of monetary policy is the Fed doing, giving essentially unlimited funds to European banks?…
Read ArticlePreparing for a Credit Crisis
“I am sure the Euro will oblige us to introduce a new set of economic policy instruments. It is politically…
Read ArticleIt’s All About the Jobs… and Gold
This week we briefly look at yesterday morning’s dismal unemployment report, then drop back and survey some other very eye-opening…
Read ArticleThe End of the World, Part 1
Fine, then. Uh oh, overflow, population, common food, but it'll do to Save yourself, serve yourself. World serves its own…
Read ArticleThe Recession of 2011?
The data this week was just ugly. Even the uptick in the leading economic indicators, seized upon by so many…
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